Chartwell Group Limited

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Welcome to the Chartwell Group

The Chartwell Group is a privately owned provider of financial solutions. Since 1995 Chartwell Direct has been providing clients with exceptional service and discounts whilst Chartwell Private Client has been supporting clients that want financial advice since 2000.

At Chartwell we believe that one size does not fit all and we are here to help you with your individual financial needs, whether this is financial advice, discounted ISAs, private medical insurance, mortgages or general insurance.

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Chartwell Funds

 

Following a strategic review Chartwell has relinquished the role of sponsor and distributor for the IFDS Chartwell OEIC.  If you are a shareholder in one or more of the investment funds within the OEIC you should already have received notification of this change.

The new sponsor and distributor for the IFDS Chartwell OEIC is TRI Investments Limited with whom Chartwell is working closely to safeguard the interests of existing shareholders.

Operationally, you should not see any change in the short term, and you will be notified by TRI Investments Limited in the event of any future changes.

If you wish to check on the current share price of the Fund(s) you hold please click on the following link which will re-direct you to TRI Investments Limited.

If you have not received any formal notification of this change please contact us on 01225 448732.

TRI Investments Limited Fund prices and further information  

 

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Chartwell Direct, Theinvestorcentre.com and theannuitycentre.com are all trading styles of Chartwell Private Client Limited.

 

Chartwell Private Client Limited is authorised and regulated by the Financial Services Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05464443

 

Chartwell Funding Limited is authorised and regulated by the Financial Service Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05875291

 

Chartwell Healthcare Limited is authorized and regulated by the Financial Services Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 06333575

 

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